System Overview
Getting Started
Signing In to CaliberMind
New to CaliberMind - Start Here!
How to use Dashboards
CaliberMind Home Page & Navigation
Digital Marketing Terminology
How Does CaliberMind Define a "Channel"?
What Is a CaliberMind Event or Event Table?
Connectors / Integrations
Adding Your First Connector
How To Connect AdRoll / RollWorks
How To Connect Google Analytics
How To Connect HubSpot
How To Connect LinkedIn Ads
How To Connect Marketo
Kickfire
Overview of Connectors
ZoomInfo / DiscoverOrg
CaliberMind IP Addresses for Whitelisting
Setting Up the LinkedIn Push Connector
Connecting Tableau to CaliberMind
Ingesting CaliberMind Data Into Snowflake
Klaviyo connector [Via Fivetran]
In-App Notifications
Google Sheets
Segment Connector [via FiveTran]
Pushing Caliber Mind Person Engagement Data to Salesforce
Integrations Appendix by Connector
Act-On
SFTP Connector - Updated 2021
Connecting Your Data Warehouse to CaliberMind
Migrating CaliberMind Attribution Data to Salesforce
Salesforce Connector [via FiveTran]
Connector Health and Web Tracker Health reports
How to Connect Facebook Ads
Connecting G2, Bombora, or 6sense
CaliberMind Connectors
Field History SFDC Limits (Salesforce)
SFTP Synced Files - Making a Data Change
How To Connect Outreach
CaliberMind Connectors - Start Here!
Power BI/ Tableau/ Looker Connectors Article
Google Ads Connector (via FiveTran)
Pardot Connector [via FiveTran]
Connections - Email Notifications
CaliberMind Data Access FAQs
Twitter API Connector via Fivetran
Microsoft Bing Connector
Setting Up the Salesforce Push Connector
How To Connect Microsoft Dynamics
Bing/Microsoft Ad's Connector
Connectors Status Page
Developer Guide
CaliberMind Entity Relations and System Tables
Developer Guide - Start Here!
What is Google BigQuery
CaliberMind Common Data Sources
CaliberMind Identity Levels
List Builder
What are Lists?
Importing a List
Account List Upload File Requirements
Keyboard Shortcuts using SQL
Creating an Account List From a Campaign
How to create a list of all Opportunities that have a very low Engagement
People List Upload File Requirements
Campaign List Upload File Requirements
Use Case Videos - Creating a List Using the List Builder
Creating a List Using the List Builder - Step-by-Step Instructions
Creating Company Lists using SQL
List Builder - Start Here!
Creating Company Lists in List Builder
Where is my Segments Menu?
Downloading a List - Step-by-Step Instructions
System Configuration
Object Mapping Filters
How to Map Your Salesforce Opportunity Revenue Field
Object Mapping: Create a Filter
Object Mapping: Create a Mapping
Adding Custom Columns in Salesforce
Custom Configuration for Object Mapping
Object Mapping: Create a Replacement
Standard Channel Logic
Channel Ranking Logic
Setting Up Account Trend Emails
UTM Parameters Formatting and Best Practices
Object Mapping for Filters - Start Here!
Object Mapping: Create a Campaign Substitution
Web Tracker Installation & Settings
Installing AnalyticsJS (CaliberMind snippet)
Two ways to identify prospects that submit a form containing email address using AnalyticsJS
Install AnalyticsJS on a HubSpot website
Using AnalyticsJS Identify on embedded Hubspot forms
Using AnalyticsJS Identify on embedded Marketo forms
Types of Analytics.js Calls
Analytics.JS Overview
Using Analytics.js to Track Web and Product Events
Web Tracker and Installation Settings - Start Here!
How Cookie Settings Affect the Analytics.JS Tracking Script
Google Tag Manager (GTM) Ad Blockers
Using AnalyticsJS with Drift
How to check your AnalyticsJS implementation
Flows
Flows Status Page
How to use QuickFlows
Merge records in Salesforce CRM
Add a Quick-Flow to Salesforce Campaign
Using ClearBit Flows
CaliberMind's Most Popular Flows | Automations
Setting Up Workflow - Lead Deduplication
ZoomInfo - Add-to/Enrich your database
Setting Up Workflow - Website Repair
Setting Up Workflow - Account Deduplication
Setting Up Workflow - Contact Deduplication
Campaigns
Campaign-Program Membership
Program Logic for Campaigns
Custom Campaigns
Custom Programs for Campaigns
Campaigns - Start Here!
User Administration & SSO
Single Sign On (SSO) Setup
Manage Users - Viewing, Inviting, Updating Users and Roles
CaliberMind Data Warehouse Access in Google BigQuery
Administration and SSO - Start Here!
User Authentication and Provisioning
Model Configuration
Insights - Create Multiple Engagement Score Models
How to Change Event Touch Scores
Sales Opportunity Data Model
Engagement Scoring Time Decay - How It Works & How to Change It
Engagement Scoring Models Overview
How to Add or Change Engagement Score Multipliers
Add or Change Engagement Score Filters
Identify users using Intercom Messenger
GDPR Compliance with CaliberMind
Data Dictionary
ABM Engagement
ABM Best Practices
Using Engagement Score to Trigger an Update in Salesforce
Account-to-Lead (A2L) Matching
Lead-to-Account Matching (L2A)
Pushing CaliberMind ABM Scoring Fields to Salesforce.com
Linking to CaliberMind Reports in Salesforce
Engagement Scoring
Analytics
ABM Reports
Attribution
Attribution Models: W-Shaped
Attribution Models: Middle
Chain-Based Attribution Model
Removal effect with a Markov chain model
Attribution Reports Summary
Attribution - CaliberMind versus Embedded Attribution in Salesforce?
Choosing the Right Attribution Model
Virtual Campaigns in CaliberMind
The A-Shaped Model
Campaign Types - Best Practices for Easy-to-Read Attribution
Best Practices for Tracking Return-on-Ad-Spend (ROAS)
Demand Generation
Revenue Contribution
Data Integrity
Customer Success
Understanding Reports
CaliberMind Analytics Concepts
Overview of Analytics and Attribution
Filters and Hyperlinks
Using the Engagement Trending Report
Using Tags to Organize Your Lists
Attribution Overview - Campaign Performance Table
Using Campaign Lists in Dashboards
Using Account Lists in Dashboards
CaliberMind Metrics Definition
Return on Ad Spend
Product Attribution Dashboard
Attribution Models: First-Touch
Self-Hosting CaliberMind AnalyticsJS
Tutorials and Use Cases
How do I use the search functionality?
Customizing Report Visibility (Show/Hide)
How to Manage Your Offsite Events Using CaliberMind
How can I manage my BDR/SDR team activities with CaliberMind?
Combining Engagement Score with Attribution
Enabling the Sales Teams to see the Entire Buyers Journey
Searching for a specific account to view their Activity
How can I Identify High Risk Opportunities?
How does Sales leverage CaliberMind? Some key use cases.
Running a Sales/Pipeline Review with CaliberMind
Building Formulas with Functions
How Is CaliberMind Different From My CRM Attribution?
CRM Campaign Member Status and Campaign Response Best Practices
Creating and Editing a Widget Formula
Remove a BigQuery User within CaliberMind
Reusing Formulas
Using Conditional Statements
How Do I Optimize Advertising Spend?
Campaign Best Practices Across Systems
Add BigQuery Users within CaliberMind
How to Email CaliberMind Reports
How do I use CaliberMind to shorten our sales cycle?
Answering Business Questions Using CaliberMind Reports
Which of my leads are the most engaged?
Creating Formulas Based on Criteria and Conditions (Filters)
Why Is CaliberMind ROAS or ROI Different Than My Ad Platform?
Calculated Fields
Dashboard Function Reference
Shared Formulas
Introduction to Formulas - Start Here!
How Do I Know If a Campaign Is Good or Bad?
Using Quick Functions
Creating Sales Campaigns from Salesloft and Outreach Activities
CaliberMind Insights
Working in CaliberMind Insights
CaliberMind Insights - Browser Requirements
CaliberMind Insights - Sharing Dashboards & User Permissions
CaliberMind Insights - Navigating to Insights/Dashboard
CaliberMind Insights - Using Dashboards
CaliberMind Insights - Dashboard Refresh Schedule
CaliberMind Insights - Application Concepts and Terminology
CaliberMind Insights - Filters & Aggregation Type
Creating a Custom Pipeline Dashboard (VIDEO)
CaliberMind Insights - Creating Custom Dashboards
How to Create a Filter Bookmark
Building Insights Dashboards
Build Your Own Insights Pipeline Dashboard
Build Insights Dashboards - Start Here!
Create Date Range Filters - Step-by-Step
Insights Dashboards
Insights Attribution Dashboards
Insights - Attribution - Start Here!
Insights - Attribution Terminology and Key Concepts
Insights - Attribution Overview Dashboard 2.0
Insights Engagement Dashboard
Insights - Engagement - Start Here!
Insights - Engagement - Dashboard Terminology & Key Concepts
Insights - Engagement Overview
Insights - Engagement - System Account Detail
Insights - Engagement - Person Detail
Insights - Engagement - Engagement Essential Questions and Dashboard Tile Definition
Insights Engagement Dashboard - Aggregation Dates
Insights ROAS Dashboard
Insights - ROAS Dashboard Use Cases
How is CaliberMind ROAS Reporting Different than Insights ROI?
Insights - ROI - Start Here!
Insights - ROAS Terminology & Key Concepts
Insights Data Health and Integrity
Funnels
Funnel Trigger Events Dashboard
Funnel Company Inclusion Configuration
What is a Marketing Funnel?
Event Explore for Funnels
Funnel Terms and Concepts
Common Funnel Issues
Funnels FAQs Technical Documentation
Funnel Configuration
Funnel History Event Configuration
Funnels - Start Here!
What channels move journeys through a given stage?
Funnel Stages Configuration and Stage Definitions
Funnel Trend Dashboard
How can I see the number of journeys in or passing through a funnel stage during a period of time?
Sales Funnel Metrics
What touches are influencing each step in the funnel?
How do I see the first event (or "tipping point") in each stage of my funnel?
Funnel Events Technical Documentation
Marketing & Sales Funnel Foundations
Funnel Static Event Configuration
What is a Starter Funnel?
Funnel Person Inclusion Configuration
Funnel Cohort Analysis Dashboard
Sales Funnel Glossary
Where are my customers stuck in journeys?
Funnel Cohort Analysis Use Cases
Funnel Data Explore Dashboard
Use Cases for Funnels
Sales Funnel Journey Questions and Answers?
What is the difference between an Active Journey and a Journey?
How do I know the last event that happened before a journey stage change?
How do I identify stage conversion rates?
Funnel Person Status Exits
Introducing CaliberMind's Funnels
Funnels - Lead, Contact, Account, Opportunity Statuses and Stages
Pressure Event Dashboard 101
Funnel Stage Definitions
Demand Generation Funnel Dashboard
Table of Contents
- All Categories
- System Overview
- Connectors / Integrations
- Connecting Your Data Warehouse to CaliberMind
Connecting Your Data Warehouse to CaliberMind
Updated
by Camela Thompson
General Methods of Exporting CaliberMind Data
If your data team wishes to consolidate all of your data into a single data warehouse, we support multiple methods for transferring the data. For data warehouse specific preferences, read about the most commonly connected data warehouses below.
Method | Details |
Pick up data from a CaliberMind-managed BigQuery instance. | If you also have a BigQuery instance, you can use the BigQuery Data Transfer Service to transfer CaliberMind data to your own instance. Upon request, we'll provide you with a service account that has sufficient permissions to access your CaliberMind BigQuery data warehouse. Click here to see BigQuery Data Transfer Service instructions. |
Pick up data from a CaliberMind-managed Google Cloud Storage bucket. | If you have a data warehouse other than Google BigQuery, we will provide you with a service account that has sufficient permissions to transfer data from CaliberMind-managed Google Cloud Storage bucket elsewhere. Your internal resources will determine what methods to use when transferring said data. Click here to access a list of allowed transfer methods. |
Common Data Warehouses CaliberMind Connects With
These scenarios are primarily illustrative since each customer has a unique technological and resource footprint. We encourage you to work with you sales and customer success representatives to make sure a proper integration strategy is developed.
CaliberMind Data to Google BigQuery
Since CaliberMind is built on top of Google Cloud and BigQuery, the BigQuery Data Transfer service can be used to move CaliberMind data from a Cloud Storage Bucket to a customer’s BigQuery instance.
CaliberMind Data to Snowflake
Customers who want to manage the sync of data from CaliberMind to a Snowflake data warehouse should explore directly connecting their Snowflake to a CaliberMind-managed Google Cloud Storage bucket via a CaliberMind-provided service account.
CaliberMind Data to Amazon RedShift
Customers who want to manage the sync of data from CaliberMind to an Amazon Redshift data warehouse may wish to explore using the Amazon Glue BigQuery connector to move data from CaliberMind to AWS S3. From there they would be able to directly load the data in question into their Redshift instance.
Click here for more details on CaliberMind to AWS S3 via Glue.
Click here for more details on AWS S3 to RedShift.
Pushing Your Data Warehouse Data to CaliberMind
A common question that customers ask when evaluating CaliberMind is “Can we connect our own data warehouse to CaliberMind?” While most prefer to leverage the built-in data warehouse that comes standard with CaliberMind, we recognize that some customers have invested considerable time and resources into their own data ecosystems and want to leverage those technologies. This article aims to help explain the options available to customers who wish to connect their own data warehouse to CaliberMind.
When it comes to moving data from a customer’s data warehouse to CaliberMind, we first must consider the type of data and use case.
Is the data from a CRM?
CRM data is a core part of the CaliberMind ecosystem. Leveraging this data requires substantial cleaning, normalization, and enhancement. As such, we strongly recommend that CaliberMind is connected directly to the CRM to avoid incurring substantial customization fees.
Our preferred method is to directly connect to the customer’s CRM (e.g. Salesforce, Microsoft Dynamics) to manage inbound and outbound data connections. This enables us to provide the best customer experience possible by preventing insight and reporting issues arising from non-standard CRM data structures.
Within these CRMs, we do have the ability to handle custom fields/objects. Your customer success representative can provide best practice recommendations and consult with you to understand which data points are essential for better analytics.
Is the data imported into your data warehouse from a system we commonly connect to?
A key feature of CaliberMind is the flexibility of what data we can ingest and our growing library of easy-to-use connectors. Information about what connectors we support and how to use them can be found here.
We strongly recommend directly connecting to data sources via our standard connectors where possible. These direct integrations are preferable for a number of reasons, including:
- Typically the easiest and cheapest option available
- Typically requires the least amount of technical support on the customer side
- Standardized connections allow for improved user experience through enhanced traffic monitoring and our ability to respond to source data changes (e.g. API deprecations)
Syncing Data From a Data Warehouse to CaliberMind
If you have reviewed the potential risks associated with bypassing a data source and have decided exporting data to CaliberMind from your data warehouse is still the preferred method, we can support multiple methods.
Method | Details |
You manage a process that syncs data to a cloud storage bucket (Google, AWS, or Azure). | Your data warehouse manager can set up a recurring data update to a cloud storage bucket that your company manages. From there, we'll need credentials with sufficient permissions to transfer data out of the cloud storage bucket. This may introduce an additional fee for initial setup and/or an increase in monthly fees depending on the amount and frequency of data to be synced. |
You export the data into a flat file (CSV) and send it to us via SFTP. | We can ingest data from SFTP. This may introduce an additional fee for initial setup and/or an increase in monthly fees depending on the amount and frequency of data to be synced. |
You have a BigQuery or RedShift instance. | We can connect directly to your BigQuery or Redshift instance. Note that we may need to charge a setup fee to properly map and incorporate your data into our schema and/or an increase in monthly fees depending on the amount and frequency of data to be synced. |